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Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: gpowell who wrote (21341)	4/21/2000 9:01:00 PM
From: Mooster	Read Replies (2) \| Respond to of 29970

ATHM is not soap. So marketing 101 is useless here. ATHM may not be soap, but they have a product to sell which requires marketing just like Lever2000 or Windows2000. You can't be saying ATHM doesn't have to build a brand, are you? Why compete to be the best soap? Huh? I was talking about marketing a product... if the product doesn't exist, you are creating a market. If the product already exists, your goal is to be the best. ATHM has a lead, but competitors exist within the same and other delivery technologies. I'd like to think ATHM is trying to make their product the best. ATHM becomes responsible for the experience of connecting content to end-user... User World Provider That sure sounds like a pipe to me. Nonetheless, I agree it's a good biz to be in - DISH and cable companies around the world have proven this. All the more reason to sell Excite and then charge them for using the connection. ATHM is not AOL and never will be; they are not suited for it. You are advocating that ATHM become something they are not This was not my original intention, but clearly I'm exploring the possibility out of necessity of the @Media properties. What matters to me as an investor is that they get their brand distributed and in peoples face. Create some excitement along with the revenue and the investors will come back. Bell can stay with @Media and TJ can concentrate on siteing teenage girls. We agree on more than one point;-)

To: gpowell who wrote (21341)	4/22/2000 12:35:00 AM
From: MIKE REDDERT	Read Replies (1) \| Respond to of 29970

ATHM should provide the means to deliver content in a robust manner. It is not a matter a getting better at providing content. They should abandon this failed strategy altogether. It is clear that this is coming This current change in the model is the first shoe to drop...so contrary to vintage Jermoluk/Bell that it points to an invisible "higher power". Of course this was assumed, but as yet the street has no proof that this is not another random act from a management that is prone to that type of flip-flop behavior. Nonetheless, any further defined movement in the direction of infrastructure facilitation would clearly signal that T is in full control and the share price will seek a level that is more in line with its fundamental growth prospects. I would guess that price stabilization and movement will be slow at first and gain momentum as the street becomes more comfortable that they can remove the disastrous duo from the fundamental equation... if not in form, most certainly in fact. Mike